Tax Professional - Franchise Location

H&R Block, Inc.; Perry (FL); On-site; USD 25,000 - 40,000; Full time

Job summary

H&R Block in Perry, FL is seeking an experienced Tax Professional for seasonal engagement. You will interview clients, prepare tax returns, and provide IRS support in a fast-paced setting.

You’ll contribute to growth, service quality, and client retention while leveraging your tax expertise and strong communication skills. Qualified candidates have 5+ years in accounting/tax, a Bachelor’s degree or higher, and CPA or EA certification.

Qualifications

• Must have 5+ years of accounting, finance, bookkeeping or tax experience.
• Experience completing complex returns (individual, trust, partnership).
• Experience conducting virtual tax interviews.
• Experience with tax planning and audit support.
• Sales and/or marketing experience.

Responsibilities

• Conduct tax interviews with clients face to face or via virtual tools (video, phone, chat, email).
• Prepare complete and accurate tax returns.
• Generate business growth, increase client retention, and offer additional products and services.
• Provide clients with IRS support; circular 230 rules apply and audit representation where applicable.

Skills

5+ years experience

Virtual tax interviews

Tax planning & audit support

Sales & marketing experience

Complex returns (individual, trust, e2

Mentoring teammates

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent certification

Job description

About the Role

As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.

Joining H&R Block1 as a seasonal, experienced Tax Professional means you’ll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.

Preferred Qualifications

• Bachelor’s degree in accounting or related field
• CPA or Enrolled Agent certification
• Experience completing complex returns (individual, trust, partnership)
• 5+ years of experience in accounting, finance, bookkeeping or tax
• Experience conducting virtual tax interviews
• Experience with tax planning and audit support
• Sales and/or marketing experience

1 - This office is an independently owned and operated franchise office operating under an agreement with H&R Block. Franchisees make their own hiring decisions and any questions regarding employment at this office should be made directly to the franchisee. 2 - Enrollmentinor completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

Required Qualifications

• Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email
• Prepare complete and accurate tax returns
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS support
  • All certification levels can provide tax notice services
  • Circular 230 associates can provide audit representation
• Mentor and support teammates

Your Expertise

• Successful completion of the H&R Block Tax Knowledge Assessment
• Experience in accounting, finance, bookkeeping or tax
• Experience completing individual returns
• Experience working in a fast-paced environmentComfort working with virtual tools – video, phone and chat
• Ability to effectively communicate in person, via phone and in writing
• Must complete continuing education requirement and meet all other IRS and applicable state requirements
• High school diploma / equivalent or higher